Thursday, January 24, 2013
An Alt Shop Preps 10-City Education Initiative
Reported by Tommy Fernandez
Alt investment manager Altegris
] has launched a new advisor education initiative. The Altegris team could visit ten cities over the course of 2013.
The Altegris 2013 Investment Summit
will hold its first event in Los Angeles on February 20. The Summit consists of a series of day-long seminars designed to help advisors gain more insight into the role of alternative investments in diversified portfolios.
"Altegris has a long-standing commitment to bridging the education gap so that advisors can better understand the role that alternatives can play in a truly diversified portfolio and how different alternative strategies can potentially benefit investors," stated Dick Pfister
, managing director and global head of sales and consulting. "With this series, we hope to provide advisors with an invaluable experience that expands their understanding of this important and continually evolving asset class."
The Altegris 2013 Investment Summit series begins on February 20, 2013 at the Hyatt Regency Century Plaza in Los Angeles, and the keynote address will be given by Jeffrey Gundlach
, CEO and CIO of DoubleLine Capital
. In addition to the Los Angeles session, the remaining schedule for the Altegris 2013 Investment Summit is as follows: Boston (March); New York City (March); Nashville (May); Denver (June); Baltimore (September); Chicago (October); Cincinnati (October); Houston (October); and Seattle/Bellevue, Wash. (December).
Here is the press release:
Company Press Release
ALTEGRIS EXPANDS COMMITMENT TO ADVISOR EDUCATION
Series of Alternative Investment Educational Summits Kicks Off in LA with Jeffrey Gundlach as Keynote Speaker
LA JOLLA, CA – January 23, 2013 – Altegris, provider of premier alternative investments, has announced the launch of a new advisor education initiative that plans to potentially visit ten cities over the course of 2013. The Altegris 2013 Investment Summit will hold its first event in Los Angeles on February 20. The Summit consists of a series of day-long seminars designed to help advisors gain more insight into the important role alternative investments can play in a well-diversified portfolio.
Although a growing number of advisors have embraced the use of alternatives, for many there is still the opportunity to translate their knowledge into action. In order to provide this crucial education to the advisor community, Altegris will be taking its instructional efforts across the country to help the advisor community more effectively utilize liquid alternatives in client portfolios.
Altegris’ in-house experts will cover key facets of the investment decision making process – from due diligence, to identification and implementation of the appropriate blend of alternative strategies. Topics include “Navigating the Alternatives Landscape” and “Allocating Alternatives to Your Clients’ Portfolios” In addition, a panel of premier alternative investment managers will provide an overview of their respective investment styles, including long short equity, managed futures, global macro and long short fixed income, as well as a keynote address from a prominent industry leader.
“Altegris has a long-standing commitment to bridging the education gap so that advisors can better understand the role that alternatives can play in a truly diversified portfolio and how different alternative strategies can potentially benefit investors,” said Dick Pfister, Managing Director and Global Head of Sales and Consulting. “With this series, we hope to provide advisors with an invaluable experience that expands their understanding of this important and continually evolving asset class.”
The Altegris 2013 Investment Summit series begins on February 20, 2013 at the Hyatt Regency Century Plaza in Los Angeles, and the keynote address will be given by Jeffrey Gundlach, CEO and CIO of DoubleLine Capital. In addition to the Los Angeles session, the remaining schedule for the Altegris 2013 Investment Summit is as follows: Boston (March); New York City (March); Nashville (May); Denver (June); Baltimore (September); Chicago (October); Cincinnati (October); Houston (October); and Seattle/Bellevue, Wash. (December).
The Summit is supported by the Altegris Academy, a user-friendly online destination launched last year. Academy’s white papers, strategy pieces, video and interactive tools empower advisors and their clients on all aspects of alternatives.
Altegris has also emphasized the professional development of its own personnel alongside its dedication to advisor education. These efforts were recently recognized by theChartered Alternative Investment Analyst (CAIA) Association, which presented Altegris with the organization’s first-ever Corporate Recognition Award to acknowledge Altegris’ exceptional level of commitment over a sustained period of time in supporting its employees’ pursuit of the CAIA designation.
Please contact Jami Schlicher at 973-850-7309 or firstname.lastname@example.org, or Andrea Trachtenberg at 800-828-5225 or email@example.com, for more information.
There can be no guarantee that any investment or asset class will achieve its objective, generate profits or avoid losses. Alternative investments may not be suitable for everyone. They may be subject to higher fees and expenses, and an investor can lose a substantial amount of an investment. Alternative strategies are subject to various risks that include, but are not limited to, market risk, commodities risk, concentration risk, credit risk, currency risk, derivatives risk, foreign investment risk, interest rate risk, and greater volatility due to speculative trading and the use of leverage. An investment in an alternatives strategy mutual fund should only be made after careful study of the prospectus, including the description of the objectives, principal risks, charges, and expenses. Diversification does not ensure profit nor protect against loss.
Altegris searches the world to find what we believe are the best alternative investments. Our suite of private funds, mutual funds and separately managed accounts provides an efficient solution for financial professionals and individuals seeking to improve portfolio diversification.
With one of the leading Research and Investment Groups focused solely on alternatives, Altegris follows a disciplined process for identifying, evaluating, selecting and monitoring investment talent across a spectrum of alternative strategies including managed futures, global macro, long short equity, long short fixed income, multi-strategy, event-driven and others.
Veteran experts in the art and science of alternatives, Altegris guides investors through the complex and often opaque universe of alternative investing.
Alternatives are in our DNA. Our very name, Altegris, highlights our singular focus on alternatives, the highest standards of integrity, and a process that constantly seeks tominimize investor risk while maximizing potential returns. We are 100% focused on alternatives, 100% of the time.
The Altegris Companies,* wholly owned subsidiaries of Genworth Financial, Inc., include Altegris Investments, Altegris Advisors, Altegris Funds, and Altegris Clearing Solutions. Altegris currently has approximately $3.47 billion in client assets, and provides clearing services to $941 million in institutional client assets.
* Altegris and its affiliates are subsidiaries of Genworth Financial, Inc. and are affiliated with Genworth Financial Wealth Management, Inc., and include: (1) Altegris Advisors, LLC, an SEC-registered investment adviser, CFTC-registered commodity pool operator, commodity trading advisor, and NFA member; (2) Altegris Investments, Inc., an SEC-registered broker-dealer and FINRA member; (3) Altegris Portfolio Management, Inc. (dba Altegris Funds), a CFTC-registered commodity pool operator, NFA member and SEC-registered investment adviser; and (4) Altegris Clearing Solutions, LLC, a CFTC-registered futures introducing broker and commodity trading advisor and NFA member. The Altegris Companies and their affiliates have a financial interest in the products they sponsor, advise and/or recommend, as applicable. Depending on the investment, the Altegris Companies and their affiliates and employees may receive sales commissions, a portion of management or incentive fees, investment advisory fees, 12b-1 fees or similar payment for distribution, a portion of commodity futures trading commissions, margin interest and other futures-related charges, fee revenue and/or advisory consulting fees.
Genworth Financial, Inc. (NYSE: GNW) is a leading Fortune 500 insurance holding company dedicated to helping people secure their financial lives, families and futures. Genworth has leadership positions in offerings that assist consumers in protecting themselves, investing for the future and planning for retirement—including life insurance, long-term care insurance, financial protection coverages and independent advisor-based wealth management—and mortgage insurance that helps consumers achieve home ownership while assisting lenders in managing their risk and capital.
Genworth has approximately 6,300 employees and operates through three divisions: Insurance and Wealth Management, which includes U.S. Life Insurance, Wealth Management, and International Protection segments; Global Mortgage Insurance, which includes U.S. and International Mortgage Insurance segments; and the Corporate and Runoff division. Its products and services are offered through financial intermediaries, advisors, independent distributors and sales specialists. Genworth Financial, Inc., which traces its roots back to 1871, became a public company in 2004 and is headquartered in Richmond, Virginia. For more information, visit genworth.com. From time to time, Genworth Financial, Inc. releases important information via postings on its corporate website. Accordingly, investors and other interested parties are encouraged to enroll to receive automatic email alerts and Really Simple Syndication (RSS) feeds regarding new postings. Enrollment information is found under the "Investors" section of genworth.com.
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